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The McKinsey Podcast · 2025-05-22 · 21 min · 3,575 words

Time to revisit your M&A strategy

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This is the McKinsey Podcast, where we help you make sense out of our world's toughest business challenges. Welcome to the show. I'm Lucia Rahili. And I'm Roberta Fassaro. Hey Roberta.

Hey Lucia. Let's get into what's new on our website, McKinsey.com. Data centers. We cannot scale AI without them, but they're massively power-intensive and they take time and investment to build.

We've got an article about all that, The Cost of Compute, a $7 trillion race to scale data centers. And recent tariff announcements have turned global trade relationships upside down. Our article on trust and tariffs digs into all of this. Both that article and our piece on data centers can be found on McKinsey.com and in our show notes. And now let's get into mergers and acquisitions with McKinsey senior partner Jake Henry and Mika Van Ostanda.

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